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Mark Sheptoff Financial Planning’s Invesco S&P International Developed Momentum ETF IDMO Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio IDMO Stock Details IDMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15.7K Buy
261
+2
+0.8% +$119 0.01% 309
2026
Q1 		$15.3K Buy
+259
New +$14.8K 0.01% 301

Other funds holding IDMO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SWM
SHP Wealth Management Plymouth, Massachusetts $1.45B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Mark Sheptoff Financial Planning's IDMO Position: Q2 2026 in Review

Mark Sheptoff Financial Planning increased its Invesco S&P International Developed Momentum ETF (IDMO) stake by 0.77% in Q2 2026, buying an estimated $119 and bringing the position to 261 shares worth $15.7K. The position accounts for 0.01% of the portfolio, ranked #309.

Mark Sheptoff Financial Planning first reported a position in IDMO in Q1 2026 and has held it in 2 quarters since. 287 funds tracked by Wall St. Rank hold IDMO as of Q2 2026.

  • Mark Sheptoff Financial Planning held 261 shares of Invesco S&P International Developed Momentum ETF worth $15.7K as of Q2 2026.
  • Mark Sheptoff Financial Planning bought 2 Invesco S&P International Developed Momentum ETF shares in Q2 2026, an estimated $119.
  • Invesco S&P International Developed Momentum ETF made up 0.01% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #309 holding.
  • Mark Sheptoff Financial Planning first reported a position in Invesco S&P International Developed Momentum ETF in Q1 2026 and has held it in 2 quarters since.
  • 287 funds tracked by Wall St. Rank held Invesco S&P International Developed Momentum ETF as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.